00:00:24 Uncertainty continues to cloud the semiconductor sector, with investors wary of the potential impacts of stricter US export controls and President Trump's proposed tariffs. Despite these concerns, Doug Bettinger, CFO of Lam Research (LRCX), points out that current regulations don't seem to impact demand significantly.
Nvidia (NVDA -4.05%) has been one of the best-performing stocks over the past few years. However, with artificial intelligence (AI) still looking like it is in its early days, the stock looks like it should continue to be a winner over the long term.
Nvidia is my top stock for 2025. It has exceptional growth potential and a 26% discount based on its PEGY ratio of 0.66 (S&P 1.42). Nvidia's EPS growth is projected at 52% for 2025 and 25% for 2026, with potential for even higher gains due to supply constraints (66% beat potential). According to Tom Lee, Nvidia is transitioning to a GPU utility with subscription-based sales, potentially maintaining a 20-25% growth rate for the next decade (10X in 10 years).
With shares up less than 3% year to date as of the time of this writing, Nvidia 's (NVDA -4.05%) rocket ship rally has ended. And there are many reasons why investors are becoming more cautious about the stock.
Nvidia (NVDA -4.05%) has been one of the best-performing stocks on the planet in recent years. In fact, over the past two years, it's soared more than 800%.
00:00:00 Chipmaking giant Nvidia (NVDA) is scheduled to report its fourth quarter earnings next Friday, February 26, with investors paying close attention to a variety of factors, including supply and demand dynamics and the possible impacts of any trade controls against the semiconductor manufacturer. Yahoo Finance host Madison Mills dives deeper into Nvidia's earnings and guidance expectations and explores how tariffs could affect the company.
On today's Wealth, host Brad Smith explores housing market trends, investment strategies, retirement planning, and more with industry experts. Director of tax content at the National Association of Tax Professionals Tom O'Saben discusses why taxpayers should consider avoiding in-person IRS contact this tax season due to ongoing workforce changes.
With NVIDIA and AMD vying for dominance in the massive data center computing market, let's delve into the better investment choice.
Here's what to watch when Nvidia reports earnings after the closing bell on February 26. Transcript: CONWAY GITTENS: What about NVIDIA?
Rick Heitzmann, Firstmark Capital founder, joins 'Closing Bell' to discuss the AI trade, AI demand and the Big Tech sector.
Nvidia founder and CEO Jensen Huang said the market got it wrong when it comes to DeepSeek's technological advancements and its potential to negatively impact the chipmaker's business.
Eddie Ghabour returns to the Watch List to talk about investing in a volatile market. He points to ETFs as alternatives to gaining exposure in big names like Tesla (TSLA), Amazon (AMZN) and JPMorgan Chase (JPM).